Category: Dynamics 365 Customer Engagement (CRM)

Following on from a previous example, we can use Excel to update records in Dynamics 365 by exporting the records to an Excel file. To do this, select the records you would like to export in Advanced Find: Export: Open the downloaded spreadsheet and make an update to an account: Save the Excel file. Create a new Import in Dynamics 365 under Data Management->Imports: Select No to Allow Duplicates: … Continue reading Updating Dynamics 365 Records using Export and Import with Excel

A simple way to copy data from one Dynamics 365 organization to another is to use the export and import functionality. Let’s say we have created some new accounts in the source system. We will create an advanced find to show us accounts created today so we can export them: Click Export Accounts: Export to Static Worksheet: This will download an xlsx spreadsheet. Open the file: Optionally, click on the … Continue reading How to Copy Records from One Dynamics 365 Org to Another using Export and Import

In PowerApps, there are 2 types of apps, Canvas Apps and Model Driven Apps. If you are new to PowerApps, you can learn more about the differences here. In short, Canvas Apps are designed to build a flexible user interface that connects to various data sources easily, whereas model driven apps are designed with an out of the box business model that you can easily extend and integrate. In this … Continue reading How to Embed a Canvas App in a Model Driven App in PowerApps

In Dynamics 365, there are 3 different types of relationships: one to many (1:N) many to one (N:1) many to many (N:N) When a many to many relationship is created by using the standard method of clicking “New Many to Many Relationship”, an “intersect” entity is created that allows for the relationship to exist. An out of the box example of a many to many relationship is systemuserroles, which maps … Continue reading Understanding Intersect Entities and N:N Relationships in Dynamics 365

In the Dynamics 365 Unified Interface, certain pieces of functionality are currently not available that exist in the legacy web client. These include (at the time of writing): Advanced Find Bulk Delete Merge Records Record Sharing Set Personal Options For example, in the web client, we can see the Advanced Find icon: Which opens Advanced Find: If we open Customer Service Hub, which uses the Unified Interface, we do not … Continue reading Enabling Hybrid Experience for Missing Functionality in Unified Interface in Dynamics 365

In Dynamics 365, we can add lookup fields to forms. When the field is selected, it will display certain information regarding the data. In this post we will look at how this works. Let’s look at the Account field on an Opportunity form. Note the fields displayed and the order – Name, Email, Phone Number: Selecting Look Up More Records, we see the view is Account Lookup View: If we … Continue reading Modifying Lookup Fields and Lookup Views in Dynamics 365

In Dynamics 365, we can filter lookup fields without writing code. In this post, we will look at an out of the box field example and a custom example. The common out of the box example is filtering a contact based on an account. If we create a new Opportunity, we can see if we look at the Contacts field, we see all contacts in the system: And the same … Continue reading Filtering Lookup Fields in Dynamics 365

To opt in to the April 2019 update, first, sign into https://admin.powerplatform.microsoft.com/. You will see: Click on Environments to display a list of your environments: Click on the environment you want to opt in: On the right, note the current database version, in this case 9.1.0.2251. In the updates section, select Manage: You will see “April 2019 update – These changes will go live in April, but you can activate them … Continue reading Opting In to the April 2019 Preview Features in Dynamics 365

In Dynamics 365, there are several ways to use Excel to analyze data. In this post, we will look at the various different options. Let’s start with a view of All Accounts. Note we’re displaying this in the Sales Hub app. The logic applied to the web client as well. In the toolbar, we have several Excel options, including: Excel Templates Export to Excel Open in Excel Online Static Worksheet … Continue reading Everything You Need to Know About Using Microsoft Excel with Dynamics 365

When downloading a spreadsheet from Dynamics 365, you may run into the problem: Unable to open https://xxxxx.crm.dynamics.com/_grid/print/print_data.aspx?tweener=1. Cannot download the information you requested: To resolve this, in Internet Explorer options, uncheck “Do not save encrypted paged to disk”: Click OK and click Refresh All: If this doesn’t resolve the issue, or you get the issue: “This web query returned no data. To change the query, click OK, click the arrow … Continue reading Error Connecting to Dynamics 365 from Excel, Cannot Download the Information you Requested